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January 14, 2020

ref: - "Tail Risk" by Leo Lewis, The Financial Times, Companies and Markets

Without question, some people spend so much time looking for danger that they miss out on market moves driven by a more optimistic outlook. We wouldn't want to give them a hard time, and not onl...

January 8, 2020

ref :- "Feeling TIPSY" , Buttonwood in the Economist, Finance and Economics

We're a bit slow getting round to this piece from the Economist ..... we were going to have a look at this last Friday but inconveniently President Trump decided to sanction the drone attack aga...

January 3, 2020

ref :- "Ten Strategists on What U.S. - Iran Escalation Means for Markets" , Bloomberg Markets

If ever anyone was in any doubt about just how fundamentally global geopolitics can shape market movements, this morning has seen the sharpest of reminders. In a move rubber-st...

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